Super interesting news this week about NVIDIA acquihring the CEO of Enfabrica for almost a billion. All of this for memory fabrics for uber-scale AI data centers and plaid clusters.

Last year at Hot Chips, Enfabrica was the talk of the town. Not surprised they got NVIDIA’s attention. Almost a billion in attention.

Inference is a different game. Seems NVIDIA sees that it is.

That’s a lot of money to be spending on either shoring up a future gap, or fortifying the moat.

What do you think?